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Case Study: How an Interim COO Stabilized NAMI During a Leadership Transition

SITUATION: Rapid growth + COO departure
ORGANIZATION: National Nonprofit (mental health)
EXECUTIVE DEPLOYED: Interim COO

KEY RESULTS:
Immediate Stability: Restored leadership during a sudden transition.
Project Success: Successfully executed a national convention on a 40-day timeline and completed a complex database migration
Scalability: Implemented new, scalable operational processes.
Team Morale: Realigned staff and improved internal communication.

BACKGROUND: Where was NAMI in its growth journey before the leadership transition?

The National Alliance on Mental Illness (NAMI) is the nation’s largest grassroots mental health organization, dedicated to advocacy, education, and support. By the time the nonprofit reached out to InterimExecs, NAMI had nearly doubled in size within a five-year span.

With 500 local affiliates, 80 state organizations, and a rapidly growing employee base, the organization had reached a critical transformation point. To continue serving as a powerful voice in public policy, NAMI required a strategic plan, processes, and the professional infrastructure necessary to support this massive scale and future growth.

THE CHALLENGE: What operational challenges signaled the need for an Interim COO?

As NAMI scaled, it faced the growing pains common to high-growth nonprofits. There were open questions regarding:

• Systems and Tools: Which systems and tools would make the team most effective?
• Communication: How to streamline communication between the team and 500+ affiliates?
• Decision-Making: How to improve project management and create clear accountability?

When the full-time COO resigned, leaving the organization with low staff morale and uncertainty, the Board recognized that a standard search would take too long and a strong leader was needed now.

What: National Alliance on Mental Illness (NAMI) provides advocacy, education, support and public awareness so that all individuals and families affected by mental illness can build better lives.

INDUSTRY: Healthcare & Advocacy Nonprofit

ROLE: Interim COO

LOCATION: United States

As the organization moved into the new year with low staff morale, the Board and executive team recognized that hiring a new COO would take several months. To help manage operations in the meantime, NAMI turned to InterimExecs.

-Angela Kimball, National Director, National Alliance on Mental Illness

SOLUTION: How the InterimExecs RED Team deployed an Interim COO to set the right foundation.

InterimExecs deployed RED Team member, Anna, an expert nonprofit Interim COO with deep experience running nonprofit organizations across healthcare, democracy, and governance. Anna immediately embedded with the team to identify gaps and serve as an advisor and strategic partner to the CEO. Her methodology was clear: infrastructure must align with program strategies, culture, and leadership.

“The leadership team was immediately impressed by Anna’s striking intelligence, calm confidence, and frankness. And we were encouraged by her focus on organizational culture and determining what was needed in a permanent position.”

– Angela Kimball, National Director, National Alliance on Mental Illness

THE TURNING POINT: A Secondary Challenge Emerges

Less than two weeks after Anna stepped into the Interim COO role, the situation shifted from a planned transition to all hands on deck when NAMI’s CEO resigned.

Angela Kimball, the National Director of Advocacy and Public Policy, was asked to step into the Acting CEO role while a permanent search took place. Suddenly, the organization was facing a list of new, high-stakes challenges:

• Leadership Void: Managing a national organization during a dual-executive transition.

• Timeline Pressure: A massive national convention was looming.

• Staff Stability: Maintaining morale and focus during a period of high uncertainty.

In this critical moment, Anna stood alongside the new Acting CEO to articulate and implement an immediate stabilization plan, providing the executive capacity needed to keep the mission on track.

THE RESULTS: Delivering Stability and Success

Nine months later, NAMI welcome a new permanent Chief Executive Officer who stepped into a much more powerful organization.. During her tenure, the Interim COO drove several mission-critical wins:

• The 40-Day Turnaround: Successfully executed a national convention within just 40 business days of the CEO’s resignation.

• Infrastructure Modernization: Tackled a daunting, complex database migration.

• Operational Maturity: Developed new processes, habits, and adopted a new strategic plan.

• Cultural Alignment: Significantly improved staff morale and internal team synergy.

“Anna was far more than an interim COO. She was a true part of the leadership team and helped create cohesion and focus that enabled staff to rise to their best selves.”

– Angela Kimball, National Director, National Alliance on Mental Illness

LONG-TERM STRATEGIC IMPACT: Building a Scalable Foundation

InterimExecs RED Team COO’s contribution went beyond crisis management; she built the engine that would power NAMI’s future:

Productivity Boost

A key focus was on cohering and enabling the senior leadership team. By clarifying their roles in decision-making and internal communications, she greatly improved internal equity, planning, and transparency across the entire organization.

Strategic Alignment and Diligence Process

Anna developed a practicable due diligence process for new opportunities. This allowed NAMI to:
• Examine the strategic alignment of potential initiatives.
• Estimate the true organizational costs to deliver.
• Involve “implementors” early in the process to ensure feasibility, inform planning, and identify assets for implementation.

“Our Interim COO deftly managed to be both a phenomenal support to the leadership team and to play a highly active role in managing the organization. She was integral to our not only surviving a very tough year, but emerging stronger than ever and with a sense of collaboration and commitment to success.”

– Angela Kimball, National Director, National Alliance on Mental Illness

FAQs

Q: What are the benefits of an Interim COO for a nonprofit?

A: An Interim COO (or Fractional COO if engaged on a part-time basis) provides immediate operational expertise during leadership gaps or transitions, such as periods of rapid growth or organizational turnarounds. They support the management team in defining a future vision and implementing the scalable processes and systems required to prepare the organization for a permanent hire. Unlike a full-time search which can take months, InterimExecs can connect organizations with a leader in as little as 48 hours.

Q: How does a nonprofit manage a COO resignation?

A: Effective communication between the board and the management team is essential. While a plan for a permanent replacement is developed, deploying an Interim COO from the InterimExecs RED Team provides immediate stability and continuity. This breathing room allows the board to identify internal gaps and better define the specific skills needed for the next full-time hire.

Q: How long is a typical Interim COO assignment within a non-profit organization?

A: A typical nonprofit Interim COO assignment generally spans 4 to 6 months if the primary goal is to maintain stability during a permanent executive search. However, the timeline often extends to 9 months or 1 year if the organization is undergoing a major transformation, such as a technology transformation, a strategic pivot, or a recovery from a leadership crisis. A true interim leader remains until specific objectives are met and then executes a clean handoff to a permanent replacement.

I’m so grateful I could work with NAMI during this time of growth and transition. I’m honored that I may have been helpful to that amazing team by bringing some executive capacity and change management expertise to help create conditions for their next chapters.

-Anna Prow, Interim COO & InterimExecs RED Team

To learn how to stabilize and scale your nonprofit organization contact InterimExecs here or call
+1 (847) 849-2800 for a confidential discussion.

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